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    • entering a sale for stock in transaction register - how to handle resulting cash flow

    Quicken Windows 2016 Member ✭✭
    edited December 2021 in Registers & Transactions (Windows)
    when I make a sale of a stock fund I fill out the transaction with name amount etc and hit enter to record the sale and show a deposit in my checking account. However when I look into banking report the cash never appears under "INFLOWS" It does show up in cash by TAG but not in regular cash flow. any suggestions thank
    Bill

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    Best Answers

    • Quicken Windows Subscription Alumni ✭✭✭✭
      edited December 2021 Answer ✓
      imabill said:  ...“Cash flow” it does NOT SHOW AS AN INFLOW.
      As mentioned above... take a look at the Report GEAR -
      --> Reports --> Banking --> Cash Flow --> GEAR/settings --> review which Accounts are selected
      Also --> Advanced tab --> look at the TRANSFERS box
    • Quicken Windows Subscription Alumni ✭✭✭✭
      Answer ✓
      You can always click on SAVE and create a Saved Report with the options & settings you want retained.

    Answers

    • Quicken Windows Subscription Alumni ✭✭✭✭
      What happens during the stock sale in the real physical brokerage account ?
      Usually it's a Sale --> local brokerage Cash Acct --> transfer out from brokerage into your checking account ?
      unless, your "checking account" is actually linked to the brokerage as your settlement account.
    • Quicken Windows 2016 Member ✭✭
      The sale reduces the remainsg shares and shows proceeds are in checking account BUT WHEN I LOOK IN REPORTS “Cash flow” it does NOT SHOW AS AN INFLOW.
      THANK YOU
    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      I am not at my computer right now, but often reports need to be customized regarding how transfers are treated. Look at the advanced settings for the report customization. 
    • Quicken Windows Subscription Alumni ✭✭✭✭
      edited December 2021 Answer ✓
      imabill said:  ...“Cash flow” it does NOT SHOW AS AN INFLOW.
      As mentioned above... take a look at the Report GEAR -
      --> Reports --> Banking --> Cash Flow --> GEAR/settings --> review which Accounts are selected
      Also --> Advanced tab --> look at the TRANSFERS box
    • Quicken Windows 2016 Member ✭✭
      SOLVED PROBLEM, MANY THANKS. WISH I COULD KEEP TRANSFER BOX ON.
    • Quicken Windows Subscription Alumni ✭✭✭✭
      Answer ✓
      You can always click on SAVE and create a Saved Report with the options & settings you want retained.
    • Quicken Windows 2016 Member ✭✭
      thanks, I'll give it a try. Very much appreciate all.

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